College Funding Strategies
Contact us:
920-733-3173

College Funding Strategies
Proudly Serving Families in Northeast Wisconsin

Our clients are parents who are concerned about the high costs of college and the effects it will have on not
only themselves as parents, but also on their children.  When they truly understand that the cost to send their
child to college will reach the $100,000 mark they realize having their child bear the brunt of the entire tuition, or
themselves paying the entire tuition is not an option.

Our services are designed specifically for families who realize they not only have a college funding problem,
they also have a cash flow problem and when looking forward, have a retirement problem. And if the timing is
right, most of our clients are extremely concerned about giving their child an edge in the admissions process
and helping them get into the school of their choice. They know the effects on their child of they are forced to
attended their second or in some case their third choice school.

Clients who utilize our services and see the most gain are those who want their student to participate in the
cost of education or who want to pay for the entire amount making sure their child has no debt when they
graduate.  Our average family income is between $50,000 and $150,000 and may have some assets set
aside for college.

Specifically we see our families fall into 4 categories and have developed specific strategies to help for each of
them. Click on each category to see specific case studies.


                             Business Owners Qualified For Financial Aid

                             W-2 Wage Earners Qualified For Financial Aid

                             Business Owners Not Qualified For Financial Aid

                             W-2 Wage Earners Not Qualified For Financial Aid
Our Clients
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report "The Scholarship Scam - Why you
don't get to keep the money you worked so
hard for!"

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Strategies You Can Apply
Colleges may have special scholarships for minorities.  
Inquire at your college for these programs.